RWA
SO icon

River Wealth Advisors’s Southern Company SO Stock Holding History

River Wealth Advisors’s Portfolio SO Stock Details SO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$610K Hold
6,377
– – 0.06% 149
2026
Q1 		$616K Sell
6,377
-64
-1% -$5.92K 0.07% 140
2025
Q4 		$562K Sell
6,441
-15
-0.2% -$1.37K 0.06% 141
2025
Q3 		$612K Buy
6,456
+2
+0% +$187 0.07% 143
2025
Q2 		$593K Sell
6,454
-42
-0.6% -$3.77K 0.07% 148
2025
Q1 		$597K Sell
6,496
-278
-4% -$24.1K 0.08% 137
2024
Q4 		$558K Buy
6,774
+21
+0.3% +$1.84K 0.07% 144
2024
Q3 		$609K Buy
6,753
+40
+0.6% +$3.42K 0.08% 136
2024
Q2 		$521K Buy
+6,713
New +$509K 0.07% 139
2019
Q1 		– Sell
-1,119
Closed -$49K – 438
2018
Q4 		$49K Hold
1,119
– – 0.02% 248
2018
Q3 		$49K Sell
1,119
-124
-10% -$5.71K 0.02% 277
2018
Q2 		$58K Buy
+1,243
New +$55.6K 0.02% 262

Other funds holding SO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

River Wealth Advisors's SO Position: Q2 2026 in Review

River Wealth Advisors held its Southern Company (SO) position steady in Q2 2026 at 6,377 shares worth $610K. The position accounts for 0.06% of the portfolio, ranked #149.

River Wealth Advisors first reported a position in SO in Q2 2018 and has held it in 12 quarters since. The position peaked at $616K in Q1 2026. 2,365 funds tracked by Wall St. Rank hold SO as of Q2 2026.

  • River Wealth Advisors held 6,377 shares of Southern Company worth $610K as of Q2 2026.
  • River Wealth Advisors left its Southern Company share count unchanged in Q2 2026.
  • Southern Company made up 0.06% of River Wealth Advisors's portfolio in Q2 2026, its #149 holding.
  • River Wealth Advisors first reported a position in Southern Company in Q2 2018 and has held it in 12 quarters since.
  • River Wealth Advisors's Southern Company position peaked at $616K in Q1 2026.
  • 2,365 funds tracked by Wall St. Rank held Southern Company as of Q2 2026.

Based on River Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.